Content Information
The ILR teacher and client will begin IL disability-related skills instruction and training once the plan is moved out of a Status 12 (i.e., IL Plan Completed) to Status 18 (i.e., IL Plan Disability Skills Training) and the IL Program Administrator has approved the plan in the CMS. The client should be encouraged to implement self-study disciplines or practice skills learned prior to the next service visit.
The goal is relevant to assist with keeping the client and ILR teacher focused to complete the S.M.A.R.T. objectives given the program has limited human and financial resources. Instruction and training will continue up to one year. Prior to the conclusion of the plan the ILR teacher and client will review the client’s progress toward the client’s plan to determine results and if the plan is complete or needs to be extended or amended for a specified period of time in order to complete the goal. The ILR teacher shall ensure documentation occurs to include the results including the review. If any objectives are met, the ILR teacher shall record those objectives as being met.
If the client identifies they are unable to complete their training due to illness, hospitalization, or an extended vacation out-of-state (i.e., “snowbird”) for more than a month, the ILR teacher shall move the client from Status 18 to 24. See Status 24 guidance related to reviews and progress.
If the client’s IL plan requires disability related skills training changes, their IL plan can be amended or where applicable, a new IL plan can be created. If the client is no longer interested in continuing training, the ILR teacher shall provide counseling and guidance accordingly to ensure the client has an opportunity to make an informed decision/choice.
Through informed decision/choice, if the client is adamant and further requests their IL plan be closed, then the ILR teacher shall:
- Proceed with the plan closure process. This process includes a review of the plan and discussing the results of each objective (i.e., met or not met or dropped);
- Discuss the overall plan review results with the client (i.e., satisfactory or unsatisfactory);
- Discuss with the client their rights and responsibilities, including the right to reapply at a later date;
- Discuss any appeal and mediation rights including ICAP;
- Case note the conversation in the electronic CMS;
- Case note, complete and sign the closure amendment and closure letter using the appropriate standard program closure letter. (A copy of the closure letter must be copied into the case management/case note system). Route these forms to the IL support staff, who will make copies for the paper file, and will mail the client a packet that includes the letter, amendment, and a client response/feedback form and self-addressed return envelope where applicable.
- Complete the temporary IL Closure Element Form. A copy of this form must be placed in the case management/case note system.
When a client’s death occurs during Status 18 training, the ILR teacher shall:
- Document the death in the electronic CMS;
- Review each IL plan training plan objective, document results as follows:
- Met: When training was completed but not closed prior to death, mark the objective met.
- Not met: When training was in progress but not completed prior to death, mark the objective not met.
- Dropped: When client did not have opportunity to start training on the objective prior to death, drop the objective.
- Select Satisfactory or Unsatisfactory overall review. If IL plan reaches at least 50% of all objectives met, ILR teacher may select a satisfactory review.
- Complete the case closure document in the CMS, but do not send the closure letter or closure amendment form to the client’s home unless there is a guardian involved who wishes to have the documents as a matter of record.